Purchase Requisition

Purchase Requisition

Step 1: Understand Purchase Requisition

1. A Purchase Requisition (PR) is a document created by an employee to request the purchase of products when stock levels are low.
2. While creating a purchase requisition, only products with quantities below the alert level will be displayed.
3. Note: At least one purchase entry must exist for a product to appear in the Purchase Requisition list.

Step 2: Enable Purchase Requisition

1. Go to Settings.
2. Select Business Settings.
3. Open the Purchase section.
4. Enable the Purchase Requisition checkbox.
5. Save the settings.
6. The Purchase Requisition tab will appear in the sidebar.

Step 3: Create a Purchase Requisition

1. Click the Purchase Requisition tab.
2. Click Add.

3. Enter the required details.

4. Save the purchase requisition.

Step 4: Convert Purchase Requisition to Purchase Order

1. After the purchase requisition is created, it can be converted into a purchase order.
2. Go to Purchase → Purchase Order → Add.

3. Select the supplier.

4. The related Purchase Requisition ID will appear.

5. Select the required PR ID to load the requisition details.

Step 5: Partial Purchase Handling

1. If the ordered quantity is reduced while converting the requisition into a purchase order:

   • The requisition status will automatically change from Ordered to Partial.